See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,099 | $175,202-58.3% | $149,673-51.2% | $139,434-47.6% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 19.97% | 166.71%-146.7pp | 134.42%-114.4pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,969 | $5,474-64.0% | $4,818-59.1% | $4,751-58.6% |
| Participant deferral / active EE | $5,648 | $6,519-13.4% | $5,680-0.6% | $6,710-15.8% |
| Admin fee / account holder | $1,627 | $16,150-89.9% | $13,210-87.7% | $11,403-85.7% |